
When this happens...
New Job

Automatically do this!
Create Client
Call Lead
Schedule Call
Create Team
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new job is created.
Runs when call ends
Runs when new lead is created
Runs when lead is tagged or its status is updated.
Action is the task that follows automatically within your CARTO integrations.
Import a job.
Create a new client and return the client's details.
Connect a lead to the first available team member by phone.
Create or update a lead and schedule your team to call them at a chosen time.
Create a new team

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To start, connect both your CARTO and Callingly accounts to viaSocket. Once connected, you can set up a workflow where an event in CARTO triggers actions in Callingly (or vice versa).
Absolutely. You can customize how CARTO data is recorded in Callingly. This includes choosing which data fields go into which fields of Callingly, setting up custom formats, and filtering out unwanted information.
The data sync between CARTO and Callingly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between CARTO and Callingly. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
CARTO is a powerful platform for location intelligence and spatial data analysis. It enables users to visualize, analyze, and gain insights from geospatial data, making it an essential tool for businesses and organizations looking to leverage location-based data for decision-making and strategic planning.
Learn MoreCallingly is a powerful tool designed to help businesses connect with leads instantly by automating the process of making phone calls. It ensures that sales teams can respond to inquiries quickly, improving conversion rates and customer satisfaction.
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